TCM
TFC icon

Tandem Capital Management’s Truist Financial TFC Stock Holding History

Tandem Capital Management’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,212
Closed -$224K – 107
2022
Q4 		$224K Sell
5,212
-440
-8% -$19.3K 0.18% 90
2022
Q3 		$235K Sell
5,652
-420
-7% -$20.2K 0.2% 87
2022
Q2 		$288K Hold
6,072
– – 0.23% 77
2022
Q1 		$309K Buy
6,072
+36
+0.6% +$2.22K 0.21% 80
2021
Q4 		$353K Buy
6,036
+10
+0.2% +$611 0.2% 76
2021
Q3 		$353K Buy
6,026
+85
+1% +$4.75K 0.22% 75
2021
Q2 		$330K Buy
5,941
+502
+9% +$29.5K 0.21% 75
2021
Q1 		$317K Buy
+5,439
New +$298K 0.22% 75

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Tandem Capital Management's TFC Position: Q1 2023 in Review

Tandem Capital Management sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 5,212 shares — an estimated $224K sold.

Tandem Capital Management first reported a position in TFC in Q1 2021 and held it in 8 quarters. The position peaked at $353K in Q4 2021. 1,394 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

  • Tandem Capital Management reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
  • Tandem Capital Management sold 5,212 Truist Financial shares in Q1 2023, an estimated $224K.
  • Tandem Capital Management first reported a position in Truist Financial in Q1 2021 and held it in 8 quarters.
  • Tandem Capital Management's Truist Financial position peaked at $353K in Q4 2021.
  • 1,394 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on Tandem Capital Management's 13F filing for Q1 2023, filed 4 May 2023.